For details on how your data is used and stored, see our Privacy Notice. Demand for mined commodities exceeded pre-pandemic levels in 2021. Despite macro-economic headwinds over the next few years, growth seems assured and could be supercharged by a faster decarbonisation pathway. Supply constraints and disruptions continue and are likely to be exacerbated by economic sanctions on Russia...Read More
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Early 2022 has brought the most traumatic events in Kazakhstan’s 30 years of modern independence. Widespread protests and civil unrest led to unprecedented scenes of violence on the country’s streets. Especially in Almaty, the largest city. More than 225 lives have been lost.What began as peaceful demonstrations against a sharp increase in the price of LPG fuel in resource-ri...Read More
For details on how your data is used and stored, see our Privacy Notice. The road to zero carbon will see an extraordinary build out of low carbon electric vehicles (EVs) and renewable power generating capacity. And as the world reduces its dependence on hydrocarbons, metals will be a linchpin of a zero carbon economy. Copper – in the form of wire, cable and foil – will bind...Read More
This webinar is open to Wood Mackenzie clients with the following subscription ONLY:Asia Pacific Power ServiceAsia Pacific Renewables ServicePlease register with your business email if your company has access the subscription above. Successful registration is based on email domain detection. Feel free to contact angel.hang@woodmac.com or luis.catalan@woodmac.com if you have any questions or e...Read More
We stand at a pivotal moment for the metals that will be essential to the energy transition. Metals-intensive low-carbon electrification remains a significant demand driver for transition metals, but geopolitical tensions and a challenging fiscal environment mean net-zero policies are being rolled back.For copper, EV and grid-related growth will boost long-term demand, but short-term supply-demand...Read More
The copper market is on the brink of transformation, driven by increasing demand for copper-intensive technologies and the urgent need for sustainable practices across the metals and mining industry.Our interactive copper infographic offers a comprehensive overview of the future of the copper market, detailing the key trends and projections that will shape the industry through 2034.Fill out the fo...Read More
Both nickel and copper possess properties that give them a central role in the drive for a greener future. While demand from existing use cases will continue to grow steadily, electric vehicle (EV) and energy storage applications will underpin a huge increase in long-term demand.At the recent Future Facing Mined Commodities Forum, we looked at the importance of these two metals for the energy tran...Read More
For details on how your data is used and stored, see our Privacy Notice. It’s a little over a year since the US Inflation Reduction Act was passed into law. Solar was one of the main beneficiaries, thanks to an extension and expansion of the tax credits available to the industry. So why has the sector fallen out of favour with investors recently?August was a difficult month for the...Read More
For details on how your data is used and stored, see our Privacy Notice. Metals and mining companies are starting to shake off the sector’s long-held dedication to capital discipline. In stark contrast to Big Oil corporates which are cutting budgets, Big Mining are upping investment with the goal of growing mine supply. James Whiteside, Head of Metals and Mining Research, analysed...Read More
U.S. equity index futures were higher this morning. S&P 500 futures were up 136 points at 8:30 AM EDT.Broadcom added $8.71 to $162.85 after announcing a new $10 billion share buyback program.Levi Straus advanced $0.41 to $13.91 after reporting higher than consensus first quarter earnings and revenues.CVS Health gained $5.46 to $69.31 after the U.S. government announced a $25 billion increase i...Read More
U.S. equity index futures were sharply lower this morning in response to tariff wars. S&P 500 futures were down 119.00 points to 4,955.08 at 8:30 AM EDT.JP Morgan raised chances of a recession in the U.S. to 60%.World equity markets were sharply lower this morning. The Hang Seng plunged 3,021 to 19,828. The Nikkei plunged 2,633 to 31,136. The Frankfurt DAX plunged 778 to 19,866. The Paris CAC...Read More
During the crash of 2020, we got a brief but beautiful buying window in precious metals.In March of 2020, during the COVID collapse, gold suddenly dropped from $1,700 per ounce to $1,450.Here's a chart showing the price action of gold in 2020. Note the buying window in March (when it appeared the world was ending).It was a brief window, fueled by pure panic in markets. It made no sense for gold an...Read More
Technical Analyst Clive Maund reviews Pasofino Gold Ltd. (VEIN:TSX.V; EFRGF:OTCQB; N07:FSE) to explain why he thinks the company is very undervalued.Although Pasofino Gold Ltd. (VEIN:TSX.V; EFRGF:OTCQB; N07:FSE) drifted lower since we last looked at it at the end of December due to lack of action on the takeover front, the value of its primary asset has continued to appreciate as the gold price ha...Read More
Gold has corrected and consolidated in its support zone. Ron Struthers believes this correction provides a good opportunity to buy gold stocks at a cheaper level, and he likes Rio2, which will start production in 2026.On the weekend I presented a chart on gold and expected it would correct down and consolidate in the support zone shown below, around $3,000 and so far that is what has happened.I ex...Read More
Adrian Day of Adrian Day Asset Management shares a comprehensive portfolio review, which includes thoughts on the current state of the market, gold, silver, copper, oil and gas, and uranium.The new U.S. Administration may have hastened some economic and market trends, but the underlying factors were already underway. Inflation has been picking up since last July; the U.S. consumer has been pulling...Read More
Michael Ballanger of GGM Advisory Inc. shares his thoughts on the current state of the market and explains why he thinks you should buy gold and copper producers. I find it darkly amusing the number of fuzzy-cheeked bloggers out there calling this minor setback in stocks a "crash." With the S&P down a modest 17.6% from its peak in February, it has yet to enter the realm of "bear market" still resi...Read More
LONDON, 6 April 2025 - The UK's Telegraph newspaper today features data, analysis and comment from BullionVault, plus interviews with BullionVault users, in a detailed piece on the 21st Century boom in gold prices.Read the full story with a subscription to The Telegraph online here'There are three reasons gold has made such gains - Trump, Trump and Trump' Read More
LONDON, 5 April 2025 - Data from BullionVault today leads a report in The Times of London about how younger investors are including gold bullion in the assets they buy.You can read the full story in today's newspaper, or online with a Times' subscription here:Why Gen Z are investing in gold Read More
LONDON, 4 April 2025 - Analysis from BullionVault features in a report today on the contrasting path for gold vs. silver prices amid President Trump's US trade tariffs.Read the report at MarketWatch here:Silver has dropped to 'Depression-era lows' against gold Read More